CORUNDUM GROUP, INC.

RIASEC RegisteredEst. 1992
Total AUM
$1.7B
Discretionary
$1.7B
100% of AUM
Avg account
$3.4M
Accounts
495
Employees
12
Advisory reps
6

Firm details

Headquarters
COLORADO SPRINGS, Colorado
CRD number
106490
Registered since
September 10, 1992
Website
corundumgroup.com
Custodians
RBC CAPITAL MARKETS, LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles59.03%
  • HNWI33.23%
  • Charitable Organizations5.02%
  • Corporations / Businesses1.86%
  • Individuals0.86%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Corundum Group, Inc. is an independent, SEC-registered advisory corporation that identifies itself as both a liquidity fund and a capital allocator. The firm serves individual and family clients as well as institutional investors, offering financial planning, portfolio management for individuals and pooled vehicles, pension consulting and manager selection services. Its fee model is flexible and includes asset-based fees, hourly and fixed fees, and performance-based arrangements. Corundum also acts as a sponsor or managing member of pooled investment vehicles, indicating an active role in structuring and operating private funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

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Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 36%, Private Funds 34%, Cash & Cash Equivalents 13%, Other 9%, State & Local Bonds 6%, US Government Bonds 1%, Investment Grade Corp Bonds 1%36%
  • Exchange Traded Equities36%
  • Private Funds34%
  • Cash & Cash Equivalents13%
  • Other9%
  • State & Local Bonds6%

Owners & executives

1 of 1

  • MELISSA STARR

    Chief Compliance & Operations OfficerCRD 6935003

Contacts

3 of 5

  • JILL JOHNSON

    PresidentCRD 6123450

  • RONALD JOHNSON

    FounderCRD 1462960

  • Braiden Miller

    Senior Client AdvisorCRD 7754311

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

ETF holdings

1 of 41

Active vs passive

$195M in ETFs

Passive

94%

$183M

Active

3%

$11.5M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES RUSSELL 1000 GROWTH ETF (IWF)BlackRockPassiveLarge Growth$36.4M85,42918.71%
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Location

Primary office

COLORADO SPRINGS, CO

EL PASO

Location

COLORADO SPRINGS, CO

Headquartered in COLORADO SPRINGS, CO, in the West of the United States.

Region
West
County
EL PASO
Address
1 S Nevada Ave
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth